Privacy Policy

We are committed to protecting your privacy. Our website is a great way to find out more about our services, access informative articles, market information and financial calculators. We will not collect any personal, identifiable information without your knowledge.

Identifiable information can be broken up into two categories, personal and non-personal information.

Non-personal information
Our site creates a temporary data file commonly known as a cookie, which allows you to view some of our disclosure information. It also tracks statistics on the areas of our website that you visit, as well as the type of browser and device you are using to visit our site. All of this information is used to improve your experience on our site or for statistical purposes. We do not use this data to identify individuals.

Personal information
You can visit the site and remain fully anonymous by not providing any personal information. However, you may choose to share this information by completing applications, online forms or requesting that we contact you. Personal information includes, but is not limited to name, address, phone number, and email address. All forms are located in secured areas of our website.

We have implemented Google Analytics Demographics and Interest Reporting on the website, in order to better understand and meet the needs of existing and prospective clients. This feature provides us with additional information on website visitors, such as Age, Gender, and Interests. These data points are used to improve our communications and website content, and not for specifically identifying individuals. If you would like to disable this level of tracking on our site, you are able to do so via Google’s Ads Settings.

When using secure areas of this website to provide or access your personal information, the information is encrypted, making it indecipherable to third parties. Your browser will indicate that you are in a secure area by displaying a locked padlock in the bottom of the screen. Internet connections cannot be guaranteed to be 100% secure. We have taken all reasonable measures to protect the information entered and accessed on the website. However, we cannot be liable for unintentional disclosure of information.

Sharing information
Your personal information will not be sold, or shared with unaffiliated third parties unless there is a need to disclose information to process a transaction or when the law requires it. Information collected will be emailed directly to us and will be used to provide you with more value, better service, or process a transaction for you. Other sites linked to this site are not covered under this privacy agreement.

Changes to this policy
Future changes may be made to our privacy policy. If you are a client, we will not make any change without first sending you a revised policy. Those changes will also be addressed on this website, which reflects the current privacy policy.

Keep Your Money

We have over 25 years of experience in Northern Virginia managing and helping our clients grow their wealth. We carefully evaluate every aspect of your financial picture and unique needs to develop a comprehensive plan designed to manage your assets, grow your net worth and leave a legacy. Ours is a measured approach that relies on in-depth understanding of Wealth Management, Estate and Business Succession and Insurance Strategies. Our successes can be directly attributed to helping our clients in Hunt Country and the Greater D.C. Area skillfully manage their assets and pursue their personal goals. We believe that true financial success is not about how much money you have, but how much money you keep.